Company Account How-To Guide

A comprehensive, screen-by-screen manual for everything a company account can do in MasterCast. Every page name, tab, button, and field name in this guide matches the verbiage you will see on the site.

Plan legend

• Starter — entry-level company plan (one show run, no costuming module).
• Professional — the standard company plan (multiple shows, multiple admins, costuming module).
• Studio — top-tier company plan with the highest limits.

Role legend — what most company users hold:

• Owner — full control, billing, can transfer ownership, cannot be removed.
• Admin — show management, team, settings (cannot transfer ownership).
• Director / Pro Team — per-show access to auditions, callbacks, casting, the Production Hub, the Pro Team Hub, and costuming. Director and Pro Team members hold the same permissions; the labels are informational so you can identify who fills which production role (Director, Music Director, Choreographer, Stage Manager, etc.). They can also edit Production Hub day-detail time slots.
• Technical Director — primary owner of the Technical Hub workflow. They can invite Light Technician and Sound Technician members, and manage tech posts, files, and technical calendar activity for every show (including adding tech-only day details on dates outside the production schedule). Owner/Admin can also manage the same Technical Hub controls.

Table of Contents

1. Company Onboarding
2. Switching Context (Multi-Role Accounts)
3. Navigation Map
4. Dashboard
5. Shows List
6. Creating & Editing a Show
7. Show Detail Overview
8. Roles
9. Audition Questions
10. Forms / Sides
11. Production Calendar (Show Setup)
12. Pro Team (Show Access)
13. Audition Sessions
14. Reviewing In-Person Auditions
15. Reviewing Video Auditions
16. Cast Conflicts
17. Compare Actors
18. Callbacks
19. Sides Manager
20. Final Cast
21. Inviting Pre-Cast Actors
22. Production Hub
23. Technical Hub
24. Pro Team Hub
25. Costuming
26. Members & Invitations
27. Company Settings
28. Company Documents
29. Company Locations
30. Billing & Subscription
31. Plans & Pricing
32. Notifications
33. Release Notes
34. Email Preferences
35. Feedback & Support
36. Guides & Help
37. Tier Quick Reference
38. Role Permissions Quick Reference

1. Company Onboarding

The Company Onboarding wizard runs the first time you create a company. It has two steps in the progress indicator: Company Info and Genres.

Step 1 — Company Details

Required fields are marked with *:

• Company Name *
• Description
• Address Line 1 *
• Address Line 2
• City *
• Country * (dropdown)
• State / Region * (dropdown)
• Postal Code *

Click Continue → to move on.

Step 2 — Genre Selection

Heading: What genres does your company produce? Subtitle: "Select all that apply."

Click any genre chip to toggle it on or off. Use ← Back to revise company details, or Create Company → to finish.

After creation you are dropped into the company's dashboard with the Owner role.

2. Switching Context (Multi-Role Accounts)

If you hold multiple roles (actor + one or more companies), MasterCast shows the Welcome back! chooser after sign-in:

• Actor card — "Browse auditions, manage your profile, and track your bookings." → Go to Actor Profile →
• One card per company — "Manage shows, auditions, and your production team as your role." → Go to Dashboard →

Use the context switcher in the top-right account menu at any time to swap between actor mode and each company.

3. Navigation Map

When you are signed in as a company user, the left navigation is split into role-based sections:

• Company
• Dashboard
• Shows (Owner / Admin / Director / Pro Team / Technical Director)
• Company Documents (Owner / Admin)
• Communication Hub (Professional / Enterprise; admins and user-level custom roles)
• Guides
• Release Notes
• Admin (Owner / Admin only)
• Members (Owner / Admin)
• Company Settings (Owner / Admin)
• Billing (Owner)
• Support (all roles)
• Feedback & Support

The Notification Center opens from the bell icon in the top bar.

Show-scoped pages (Roles, Sessions, Callbacks, Cast, Hub, Tech Hub, Pro Hub, Costuming, etc.) are reached by opening a show from the Shows list — they all live as tabs inside Show Detail.

4. Dashboard

Open Dashboard from the navigation. It is the landing page after you switch into a company context and shows summary tiles for Active and Draft shows only (archived shows are excluded so the dashboard stays focused on shows you're currently working on), plus upcoming sessions, recent activity, and quick links to the most-used company actions.

5. Shows List

Open Shows from the navigation. Heading: Shows.

Header actions

• + Create Show (Owner / Admin only)

Filter bar

• Search shows… input
• Status filter chips: Active + Drafts (default), Archived, and the individual Draft, Active, Archived chips. The list opens with Active + Drafts selected so archived shows are hidden until you ask for them; click Archived to review just your archived shows.
• View mode buttons: card view icon and table view icon

Card view

Each show card shows:

• A status badge
• The show title
• Meta text Calendar set or No calendar
• An edit pencil (✎) button

Empty state

"No shows yet." If you are an Owner or Admin you will also see a Create your first show button.

6. Creating & Editing a Show

Click + Create Show on Shows to open New Show, or click the edit pencil on a card to open Edit Show. A Back to Shows (or Back to Show) button is in the header.

Form sections

1. Show Details
   • Title * (e.g., Into the Woods)
   • Details (rich text)
   • Genre * — Musical Theatre, Play, Comedy, Drama, Opera, Dance, Children/Family, Other
   • Status * — Draft, Active, Archived
   • Payment Type * — Paid, Non-Paid. Non-Paid is the default for new shows.
   • Payment Type Details — free-text area beneath Payment Type. Use it to describe pay specifics (e.g., "$25 stipend, travel reimbursement, unpaid"). The text is shown to actors on the audition booking page beside the Payment Type chip.
   • Union Type * — Non-Union, AEA, SAG-AFTRA, EMC, Other
2. Synopsis — rich text
3. Author — Author / Composer field (e.g., Stephen Sondheim)
4. Show Image — image preview, Choose image button, hint "Selected: [filename]"

Form actions

• Save Changes (when editing) or Create Show (when creating).

7. Show Detail Overview

Owner / Admin who auditioned for this show: If a company Owner or Admin has personally booked an audition for the same show, the show's Casting tabs (Auditions, Videos, Callbacks, Cast Conflicts, Final Cast) are locked for that user and a banner reading “Because you auditioned for this show, you do not have access to view the casting sections.” explains why. This protects fairness and prevents an auditioning admin from reviewing their own audition material. The user can still access Setup, Hub, Pro Hub, and Tech Hub content for the show as usual.

Show Detail header layout: The show name now appears above the show image (left-aligned) so the title is visible at a glance, with the image and meta chips arranged below it.

Open any show from the Shows list. The header shows the show image (or No Image), a status badge, a Change Status button, the show title, and meta chips (Genre, Payment, Union).

Change Status modal

Title Change Show Status. Pick Draft, Active, or Archived, then Save Status (or Cancel).

Tabs (organized into sections)

• Setup: Overview, Roles, Questions, Forms/Sides, Calendar, Pro Team
• Casting: Auditions, Videos, Callbacks, Cast Conflicts, Final Cast
• Production: Hub, Tech Hub, Pro Hub, Costuming

Technical Directors see only Hub, Tech Hub, Pro Hub, and Pro Team tabs (Setup/Casting labels hidden) and cannot use Change Status. Their default tab is Tech Hub. Light/Sound Technicians only see Hub and Tech Hub.

Overview tab

Heading Overview with an Edit button (opens Edit Show). Conditionally shows Details, Synopsis, and Author / Composer when those fields are populated.

8. Roles

Open the Roles tab. Heading: Roles with the current role count and an Add New Role button.

Empty state

"No roles defined yet. Use Add New Role to create the first role."

Role cards

Each card shows the role name, a Type badge (e.g., Lead, Ensemble), chips for Gender, Vocal, Age, an optional Pre-Cast chip, the description, and inline actions: Up, Down, Edit.

Add / Edit Role modal

Title Add New Role or Edit Role. Fields:

• Name
• Type — Lead, Supporting Lead, Ensemble, Swing, Understudy, Misc
• Gender — Male, Female, Any
• Vocal Range
• Age Range
• Casting — checkbox Mark as pre-cast role. When checked, the hint reads "Pre-cast actors can be added from the Final Cast screen via the Invite Pre-Cast by Email button."
• Description (textarea)

Click Save Role, or Cancel to dismiss.

9. Audition Questions

Open the Questions tab. Heading: Audition Questions.

Default Questions card

"Toggle questions on or off — changes save automatically." This list includes the platform's global default questions plus any company default questions you created in Company Settings → Default Questions. Each toggle shows the prompt and an italic type/required note. Sub-questions appear indented with an If Yes: or If No: label when the parent is set up that way.

Use this card to decide which inherited default questions are enabled for this specific show. Turning a question off here removes it from the actor booking form for this show only; it does not delete the company or platform default.

Custom Questions

+ Add Question opens a builder where you set the prompt, type (text, yes/no, etc.), and conditional sub-questions. Custom question cards appear with Edit / Delete actions and any sub-questions shown beneath, marked ✓ If Yes or ✗ If No.

These questions appear to actors on the booking screen.

10. Forms / Sides

Open the Forms/Sides tab. Heading: Audition Documents. Two card-based file managers stack on the page:

Registration Forms

• Choose file picker → Upload button.
• Existing files list each filename, the upload date, and inline Open / Delete. Empty state: "No registration forms uploaded."

Audition Sides

Same layout for early audition sides. Use Sides Manager for callback-stage role-specific sides.

Audio sides

In addition to PDFs and images, you can upload audio files (mp3, wav, m4a, etc.) as audition or callback sides. Audio sides render with an inline player on the actor booking page and the callback sides screen — actors can play them in place or use the Download action. Audio side URLs are auto-refreshed like other media files, so previously uploaded clips stay playable indefinitely.

External link sides

Use + Add Link on either Audition Sides or callback sides to attach a URL instead of a file. Each link has:

• Title — the label shown to actors (e.g., "Cut score – Act II").
• URL — opens in a new tab when the actor clicks the title.

Links appear in the same list as uploaded files, alongside any audio or PDF sides, and follow the same role-scoping rules in the Sides Manager.

11. Production Calendar (Show Setup)

Open the Calendar tab. Heading: Production Calendar. Hint: "Manage performance chunks, audition dates, and video audition due dates here. Performance entries create show runs from the selected location."

Click + Add Dates to open the Add Date Entry modal (or Edit Date Entry).

Modal fields

• Calendar type — Rehearsal, Performance, Tech, Callback, Dress Rehearsal, Audition, Video Audition.
• Performance location (only for Performance) — hint: "Saving this performance entry updates Show Run / Location Run records automatically."
• Entry kind — Date Range, Individual Date, Recurrence (weekly / bi-weekly).
• Start date, and End date unless Individual Date is selected.
• Label (optional).
• Days of week checkbox grid (only for Recurrence).

Hints:

• For Audition entries: "After saving, click scheduled audition days on the calendar to add live audition slots if desired."
• For Video Audition: "Video Audition uses an individual due date and automatically creates a video audition session."

Adding day-by-day details

Once a date entry exists, the calendar shows that day as scheduled. Click the day cell to open the Day Details modal (titled with the selected day and date) and capture exactly what is happening hour-by-hour.

For Performance days, rows use:

• Call Time *
• Performance Time *
• What is happening *
• Cast (optional) (N/A or a cast bucket such as Cast A / Cast B)

For non-performance days, rows use:

• Start Time *
• What is happening *
• Cast (optional) where applicable (dress/performance-style cast buckets)

Use + Add Time to add rows and Remove to delete a row. Empty state: "No time rows yet. Add one or more time blocks for this day."

Validation rules in the modal:

• Time fields marked with * are required.
• What is happening is required.
• Save is blocked with a row-level error message until required values are entered.

Use Mark this day as cancelled to dim/stamp the day without removing it.

Footer buttons: Close, Clear Details (wipes the day's rows back to empty), and Save Day Details. Day details flow into the Production Hub and Technical Hub calendars.

12. Pro Team (Show Access)

Open the Pro Team tab inside a show. Heading: Team Access. Header button: + Invite Team Member.

Team table

Columns: Member, Company Role, Show Access, Status, Actions.

• Member — avatar (initials), name, email.
• Company Role — role badge (Owner, Admin, Director, Pro Team).
• Show Access — Full (Company-wide), ✓ This show, or No access.
• Status — Active or Inactive.
• Actions — Edit (per-show role/scope), an access-toggle button when the member is not yet on this show, or an Owner (locked) / Admin (locked) label.

Empty state: "No team members yet."

Use + Invite Team Member to invite someone directly into this show as a Director or Pro Team member. Director and Pro Team members hold the same permissions — the role label simply identifies what they do on the production (Music Director, Choreographer, Stage Manager, etc.).

13. Audition Sessions

Open the Auditions tab in a show and click Schedule Audition Session to begin. Heading: Audition Sessions. Subtitle: "Review slots, edit timing, and cancel audition sessions from one list."

Header

• + Schedule Audition Session button.

Empty state

🗓 "No audition sessions scheduled yet." with a Schedule First Audition Session button.

Sessions table

Columns: Date, Time, Slot Duration, Slots, Booked, Status, plus a Show Details (or Show Slots) action and an Edit action per row.

Schedule / Edit Session form

Heading: Schedule Audition Session or Edit Session.

Session Details:

• Session Type * — In Person, Group In Person, or Video Audition. Locked after creation: "Session type cannot be changed after creation."
• For Video sessions:
  • Videos Due By * (date and time input). The deadline is enforced down to the minute, and is displayed on the actor's booking and submission pages.
  • Allow multiple video uploads — checkbox. When on, actors can submit multiple video files for the session up to the due deadline; the booking page reads "Multiple video uploads allowed." When off, actors are limited to a single video and the booking page reads "1 video upload allowed."
  • If you turn off Allow multiple video uploads on a session that already has multiple-video submissions, the next time those actors edit/save their video audition the page warns them that only 1 video is allowed and one will need to be removed before saving.
• For In-Person and Group In Person sessions:
  • Date * (pick from existing audition dates on create, or a free date input on edit)
  • Start Time *, End Time *
  • Slot Duration (minutes) * (5–120)
  • Buffer Between Slots (minutes)
  • Total Slots (placeholder "Auto-fit to session window")
  • Actors Per Slot * (Group In Person only, minimum 2). Hint: "How many actors can book the same time slot." This controls the capacity of each group time slot — every actor who books that time fills one of the available spots until that slot is full.

Group In Person sessions let multiple actors book the same time slot (for group auditions, dance calls, ensemble reads, etc.). The slot list and booking page show one button per timeslot with a live "X spots" count, and the session preview shows total slots and total spots.

Audition Location sub-section (in-person only): "Choose an existing company location or create a new one for this in-person session."

• Location * — Use existing location or Create new location.
• Existing → Existing Locations dropdown.
• New → address fields.

Session Detail

Open a session from the list. The header shows the weekday and date heading, with a subtitle that reads "Video audition due" (and the due date) for video sessions, or the start time, end time, slot duration, and total slot count for in-person sessions. Action buttons: Edit Audition Session, Cancel Session.

Slots section — heading Slots (or Session Details), a booked / total badge for in-person, and an Export CSV button. The slot table has columns #, Time, Status (Booked / Available). Video sessions show a hint that actors booked into the session can submit unlimited video auditions until the due date.

Live-slot booking protections and session guardrails

• When an actor clicks a live slot during booking, MasterCast now places a temporary 10-minute hold on that slot so the actor can finish checkout without losing the time.
• For Group In Person sessions, hold protection still applies per actor seat. The booking page collapses every group time slot into a single button and the displayed "available spots" count automatically excludes seats currently held by other actors.
• Live slot times on the booking page render in 12-hour AM/PM format for clarity.
• Editing an in-person session now keeps the scheduled day dropdown behavior (instead of a free date picker) when applicable.
• You cannot cancel a session that already has booked slots.
• You cannot delete a live-audition or video-audition calendar entry if it has an associated session with booked slots.
• Deleting audition calendar days now also removes associated sessions when no booked-slot dependency blocks deletion.
• Actors Per Slot cannot be lowered below the existing booked count for a Group In Person session — change it before bookings come in or only increase it.

14. Reviewing In-Person Auditions

The show's Auditions tab is split into three sub-tabs at the top of the page:

• Live Auditions — in-person bookings, sorted ascending by date and time slot.
• Video Auditions — video session bookings on their own dedicated tab (no longer stacked below the live list).
• Numbered List — a single combined list of every checked-in live actor and every submitted video audition, in the order their numbers were assigned. Use this view as the door-side / running order list.

Live Auditions table

Columns: Actor, Date, Time, Conflicts, Number, Check-In, Actions.

Audition numbers

• Clicking Check In on a live audition row assigns the next sequential number to that actor and immediately updates the row with a Checked In #N badge — no manual refresh required.
• Numbers come from a single counter shared with video auditions. Every video submission also takes the next number when it is uploaded, so the Numbered List tab is a single running order across both formats.
• Once assigned, the actor's number follows them across the platform: it shows on the audition detail page (large/prominent), in the Callback detail and exports, on Cast Conflicts and Compare Actors, and on the Final Cast list.
• Use Export Live Auditions PDF above the table to download an A4 landscape PDF of the live audition list — actor, date, time slot, and check-in status — sorted ascending. The file downloads directly; no print dialog opens.
• Click any actor row to open the actor's audition detail. The header shows the actor's name (with the assigned number chip when checked in) and a ← Back link.
• Use Previous and Next in audition detail to move between records without returning to the list.
• Company reviewers can open the actor profile page directly from audition review without the prior access error.

Send Message action

Each row also has a Message action that opens a modal with a rich-text editor. Type a message and click Send to deliver it to that actor as both an in-app notification and an email; the message includes the sender's name and role on the show. Audition-message notifications intentionally have no “Open” / action button — the recipient just sees the body — unlike Communication Hub chat notifications which still link directly to the conversation.

Actor sidebar

• Headshot (or initials avatar)
• Actor name
• "Booked on:" with the booking timestamp
• "Role preference:" with the actor's chosen role badge
• "Total conflicts:" with the conflict count
• Roles auditioned for chips
• View Full Profile → button

Notes tab

Heading Director Notes. Add a new note in the New note textarea, then click Save Note. Existing notes display with author, timestamp, and (if you wrote it) edit/delete options. Empty state: "No notes yet. Add your first note above."

15. Reviewing Video Auditions

From the show's Video Auditions tab, you reach the video review screen for the show. Each submission shows the actor, role preference, upload date, the actor's assigned number (auto-issued when the video was submitted), and a player. When the session has Allow multiple video uploads enabled, all of the actor's submissions are listed in chronological order on the same review screen. Use the same notes pattern as in-person auditions to leave director notes.

Video callbacks

When an actor on a finalized callback list cannot attend in person, the director can grant a Callback Video. From Director Audition Detail the Allow Callback Video action enables a video callback request for that actor; once enabled the button shows Callback Video Enabled. The hint reads "When an actor cannot attend callbacks, manually allow a callback video." The hint also states "Finalize the callback list before enabling callback videos." if you try to grant access before the list is finalized.

When the actor uploads a callback video it appears under the Callback Videos section of the review screen — "No callback videos submitted yet." until the actor submits, then Review Callback Videos opens the player.

16. Cast Conflicts

Open the Cast Conflicts tab. Heading: Cast Conflicts.

Each actor row on the Cast Conflicts page shows their assigned audition number alongside their name, so the same numbering used at check-in and on callback / final cast lists carries through to conflict review.

Freeze status banner

• When frozen: "🔒 Conflict dates are frozen. Actors can no longer edit their availability."
• When scheduled: "⚠️ Conflicts will be frozen" with the freeze date and days remaining.

Toolbar

• Freeze controls: 🔒 Freeze Conflicts Now, Schedule Freeze…, Cancel Scheduled Freeze, or Unfreeze Conflicts (depending on state).
• Filters section with two filter cards:
  • Roles — Select all button + per-role checkboxes.
  • Calendar Types — Select all + per-type checkboxes (Rehearsal, Performance, etc.).
• Toggle: Highlight conflict days only.

Calendar

Color-coded month view with previous/next navigation and a legend. Empty state: "No conflict data available yet. Ask actors to submit availability first."

Freezing locks each booked actor's conflict input for this show — perfect right before you finalize cast scheduling.

17. Compare Actors

From Final Cast click Compare Actors → (also reachable directly inside a show). Heading: Compare Actors, with a ← Back to show link.

Toolbar

Select a role to compare candidates dropdown.

Comparison header

Role name — candidate count.

Empty state

🎭 "No actors have auditioned for this role yet."

Compare panels

Each panel shows the headshot/initials, actor name, assigned audition number, stage name, role preference badge, and stat rows:

• Conflicts — a total count split between performance and non-performance conflicts, or None.
• Conflict Dates — chips per conflict.
• Role Flexibility — formatted summary.
• Profile Highlights — location, union, voice type, vocal ranges, etc.

Use this side-by-side to make casting decisions before assigning roles.

18. Callbacks

Open the Callbacks tab. The list shows existing callback lists for the show.

Click into a callback list to open the detail screen. Header shows the status badge and these buttons: ← Back to Show, Manage Sides →, plus Finalise & Notify when in Draft or Reopen to Draft when finalized.

Roles & Callbacks

Heading Roles & Callbacks with a count badge and the status legend A / D / P (Accepted / Declined / Pending).

Empty state: "No callback assignments yet." In Draft, the hint adds "Roles marked under consideration auto-sync here. You can still assign actors manually by role below."

Each role card shows the role name, an optional Pre-Cast badge, a count badge, and the assigned actors with their A/D/P pill. In Draft you can:

• Click ✕ to remove an actor.
• Use the Add actor to role dropdown to add (greyed when already assigned).

Empty per-role state: "No actors assigned for this role yet."

Finalise & Notify

The Finalise & Notify button opens a confirmation modal that locks the list and emails the actors their callback offers. Use Reopen to Draft if you need to edit further.

Exports

From a callback list you can:

• Export PDF — a printable callback list, grouped by role.
• Export Excel — a spreadsheet grouped by role with one row per actor.

Both exports include each actor's assigned audition number alongside the actor name. Within each role, actors are sorted by their assigned number so the export matches the running order. The same number-aware ordering is applied on the in-app callback detail page.

Decline emails (Not Called Back)

While in Draft, the header includes a Also Send Not Called Back Emails checkbox next to Finalise & Notify. When checked, finalising also sends a one-time courtesy email to every actor who auditioned but is not on the callback list. Once a callback list is finalized you can also click Send Not Called Back Emails at any later time. After the emails go out, the button becomes the disabled Not Called Back Emails Sent label — these emails are deliberately one-time only per cycle.

Recipient confirmation

Whenever you send Not Called Back or (in Final Cast) Not Cast emails, MasterCast first opens a confirmation modal showing the list of actors who will receive the email, including each actor's assigned audition number. Review the list before clicking Send — the action is one-time per cycle so this preview is your last chance to verify recipients.

19. Sides Manager

From a callback list, click Manage Sides → to upload and reveal callback-stage sides. You can scope each upload as Role-specific (visible only to actors called back for that role) or All roles (visible to everyone on the callback list).

Sides do not become visible to actors until you reveal them, and they appear in the actor's My Callbacks → Callback Sides and the global My Sides view.

20. Final Cast

Open the Final Cast tab. Header includes the workflow status badge, heading Final Cast, and the show title subtitle.

Header buttons

• Invite Pre-Cast by Email (in Draft, disabled when there are no pre-cast roles)
• Finalise & Notify (in Draft)
• New Cast List when no list exists yet

Empty state

"No cast list created yet. Click "New Cast List" to start assigning roles."

Roles & Final Cast

Heading Roles & Final Cast with a main cast count badge and a Compare Actors → link. Hints:

• "Pre-cast actors are added on this tab through Invite Pre-Cast by Email."
• "Assign actors by role and cast bucket. Use cast names like Cast A, Cast B, or custom names."

Status legend: A Accepted, D Declined, P Pending.

Each role card shows the role name, optional Pre-Cast badge, count badge, the list of assigned actors with A/D/P pills, and (in Draft, non pre-cast) a Select actor… dropdown plus Add button. Pre-cast roles show "Pre-cast actors must be added from the Invite Pre-Cast by Email flow."

Empty per-role state: "No actor assigned yet."

Finalise & Notify

Locks the cast list and sends each actor a cast offer email, which surfaces under the actor's My Casts.

Exports

Final Cast supports both:

• Export PDF — the existing printable cast list.
• Export Excel — a spreadsheet grouped by role.

Both exports include each actor's assigned audition number, and within each role actors are listed in number order to keep the assigned number sequence consistent across callback and final cast outputs. The on-page Final Cast list is also sorted by audition number under each role.

Decline emails (Not Cast)

While in Draft, the header includes a Also Send Not Cast Emails checkbox next to Finalise & Notify. Checking it sends a one-time courtesy email to every actor who auditioned/was on the callback list but is not in the final cast when you finalise. Once finalized, Send Not Cast Emails becomes available as a separate action and locks to Not Cast Emails Sent after it runs. Like the callback decline emails, this is a one-time send per casting cycle.

21. Inviting Pre-Cast Actors

From Final Cast, click Invite Pre-Cast by Email. The modal collects email addresses for each pre-cast role and sends an invitation. The recipient accepts via the same Accept Invitation flow as company-membership invitations and lands in the show's cast and Production Hub.

If the actor doesn't have a MasterCast account yet, the invitation walks them through actor onboarding first.

22. Production Hub

Open the Hub tab inside a show. Heading: Production Hub.

Activation

If the hub has not been activated, the empty state shows the 📋 icon. If you can manage the hub, click Activate Hub — "Activate it to begin posting updates and sharing files with your cast and crew." Otherwise: "A show manager needs to activate the hub before cast members can access updates."

Tabs

Feed, Calendar, Files, Notes, Mending Requests, Survey Forms, plus cast directory tabs that appear based on the show's setup. Light/Sound Technicians see a read-only view limited to Feed, Calendar, Files, and Notes — the post, announcement, comment, and note write actions are hidden for them.

Calendar tab

Heading: Production Calendar. The hub calendar mirrors the show's production schedule and visually inherits anything posted on the Setup → Calendar view, including:

• Cancelled days — any day cancelled on the production calendar appears here with the same dimmed styling and a Cancelled stamp on the day cell.
• Day-detail time slots — each scheduled day shows the time-blocks the company has captured for that day (e.g. 6:00 PM — Act 1 Scene 2).
• Has Day Details indicator — days with saved day details show a D pill and corresponding legend swatch.

Conflict View toggle (managers only). Owner / Admin / Director / Pro Team see an Enable Conflict View button in the calendar header (it switches to Disable Conflict View once on). Turning it on surfaces the per-day conflict count badge on each calendar cell and inside Day Details so cast members can see how many of their fellow cast have flagged conflicts on each date. Toggle it off to hide the badge again. The setting is saved per show.

Click a day cell to open Day Details. Owners, Admins, Directors, and Pro Team members can edit rows and use the Mark this day as cancelled toggle. Technical Directors, Light/Sound Technicians, and cast members see this modal in read-only form.

Editing model:

• Performance days use per-row Call Time * + Performance Time * + What is happening * + optional Cast.
• Non-performance days use per-row Start Time * + What is happening * (+ optional cast where applicable).
• Save validates required fields and shows a row-level error until fixed.

Footer buttons (when editable): Close, Clear Details, and Save Day Details.

Feed → Announcements

Heading Announcements with + New Announcement when you can manage. Empty state: 📣 "No announcements yet."

Posts show the author avatar/initials, Posted by [Author], timestamp, an Announcement badge, and the body (rich text). When creating a post or announcement you can target the Audience as All Cast or Specific Roles. The post composer is a rich text editor that supports inline images and GIF inserts, posts and comments support emoji reactions, and any image can be clicked to enlarge. The feed window is taller, auto-scrolls to your first unread post (or the latest when you're caught up) with a "New messages" divider, and unread state is tracked per user. See Chat & messaging features (all hubs).

Notes → Cast Notes

New in this release. Heading Cast Notes with + Add Note for managers. Each note is rich text, can be tagged with an optional Calendar Date, and an Audience of All Cast, Specific Roles, or Specific Actors. Notes are grouped by their calendar date (or "Undated"), show the author and timestamp with an audience badge, and managers can Edit or Delete any note. Empty state: 🗒️ "No cast notes yet."

Survey Forms tab

New in this release. The Survey Forms tab is where the company assigns reusable surveys to a show and where every hub-visible user fills them out.

• Company forms library — manage the master list of reusable forms at Company → Company Forms (/company-forms). Owners and Admins can + New Form, edit existing forms, Archive old forms, and add fields of four types: Text (free response), Number, Yes / No, and Multi-Choice. Each form has a Title, optional Description, an Anonymous responses toggle (defaults off), and field-level Required flags.

• Multi-Choice options — each Multi-Choice field has its own Choices list (use + Add Choice / Remove). Toggle Allow multiple answers (renders as checkboxes) to switch the field between Single-select (radio) and Multi-select (checkbox); the field summary shows the current mode.

• Conditional sub-questions — any field can have child sub-questions. Use + Add Sub-Question under a field; the modal shows Parent: so you know what you're nesting under. Sub-questions render indented underneath their parent on the fill page.

• Repeat per selected parent option — when the parent field is a Multi-select Multi-Choice, the sub-question modal exposes a Repeat this question for each selected parent option toggle. With it on, the fill page renders the sub-question once per option the user selected on the parent (so a separate per-option answer is captured for each pick). Without it on, the sub-question appears only once after the parent.

• One response per user per assignment — each audience member can submit a single response per (show, form) assignment; re-opening the fill page returns their saved answers. The server enforces this with a unique index on FormResponses (TenantId, ShowId, FormId, RespondentUserId).

• Hidden (admin-only) fields — when adding a top-level field, toggle Hidden (admin-only field; not shown to filler). Hidden fields are never rendered on the fill page and are silently ignored if a submitter ever attempts to set them. They appear in a separate Admin-only fields section on the response detail page (Owner / Admin only) with editable inputs and a Save Admin Fields button. Typical use: a t-shirt order survey with a hidden Paid Yes/No that the admin checks once payment clears. Hidden field values are preserved when the user re-submits their response. (Sub-questions cannot be hidden — the toggle is only available on top-level fields.)

• Assigning, viewing, and editing responses are Owner / Admin only. Pro-Team roles (Director, Music Director, Choreographer, Stage Manager, Assistant Director, Costumer, Costume Designer, Technical Director) can fill assigned forms but cannot assign forms to a show, view the response list, or edit hidden admin-only fields.

• Assigning a form to a show — Owners and Admins see an Assign Form picker on the Survey Forms tab. Pick a form from the company library; the assignment immediately becomes visible (and fillable) for every hub-visible user. The same form can be assigned to multiple shows, and a single show can carry multiple form assignments. Use Remove on an assignment row to unassign.

• Audience (who is asked to fill) — every account that can see the Production Hub for the show: finalized cast members, anyone holding a role tied to the show, the Pro Team, Owner / Admin, Technical Director, Light / Sound Technicians, and Costumers / Costume Designers. The audience is computed by the server, so assignments stay in sync as the cast and crew change.

• Filling a form — every audience member sees the assignment with a Fill action. The fill page enforces required fields and shows the form's description, then submits one response per user per assignment. If the form is marked Anonymous responses, the submitter's identity is not shown on the responses view.

• Notifications — when a form is assigned to a show, every audience member receives a Form Assigned notification (in the Notification Center and via email when their email preferences allow it).

• Reviewing responses — Owner and Admin only. Click Responses on an assignment to see the response list; click a response to open the per-response detail with each question and the submitter's answer. Anonymous forms hide the submitter on both the list and detail view.

• Excel export — From the Responses screen you can Export to Excel. The workbook contains three tabs:

  • Grouped (Colored) — every respondent's answers are grouped hierarchically by question, sub-question, sub-of-sub, etc., with Excel's native collapsible row groups at every level. Each grouping level is color-coded so you can scan parent / child / grandchild layers at a glance, and respondents are themselves grouped at the outermost level.
  • Grouped (No Color) — the same hierarchical grouping and collapse behavior, but without the color shading.
  • Flat — one row per answer for downstream pivot tables / analysis. Multi-select answers are split into separate rows, and each row carries the parent / sub-question chain so the data is still self-describing.

  Multi-select answers render as separate columns (one per chosen option) on the grouped tabs, with their own conditional sub-questions nested underneath each picked option \u2014 mirroring the way the answers are captured on the fill page.

Access banner

"Hub access restricted — only assigned cast members can view the feed." appears for unauthorized users. Once an actor has any cast offer that is not declined (Pending, Accepted, or Maybe) the feed unlocks — final cast finalization is not required.

The Hub is also where actors view shared files, mending requests, the calendar, cast notes targeted to them, and contact directory.

23. Technical Hub

New in this release. Open the Tech Hub tab inside a show. Heading: Technical Hub. The hub is the dedicated workspace for the Technical Director, Light Technician, and Sound Technician team.

Tier gate: The Technical Hub, Technical Director role, and Light/Sound Technician seats are not available on Starter. Upgrade to Professional or Enterprise to unlock the hub and invite a tech team.

Activation

If the hub is not active you'll see the empty state. The Technical Director clicks Activate Hub — "Activate it to begin posting updates and sharing files with your tech team." Other roles see "A technical director needs to activate the hub before the tech team can access updates."

Who can see / do what

• Technical Director — manage the hub: activate, post, announce, upload files, schedule calendar entries, assign tech team members, edit and delete content.
• Owner / Admin — same management permissions as Technical Director in Technical Hub.
• Light Technician / Sound Technician — read everything and create posts.
• Director / Pro Team / Costumer / Costume Designer — read-only view (no post, upload, scheduling, or assignment actions).
• Actors — the Tech Hub tab is hidden entirely.

Tabs

Feed, Calendar, Files, Cast.

Feed

Two sections within Feed:

• Announcements — elevated technical announcements. Header includes + New Announcement for managers and posters.
• Posts — day-to-day technical updates. Header includes + New Post.

Each post or announcement displays the author avatar/initials, Posted by [Author], timestamp, optional Announcement badge, and rich text body. Empty states: "No technical announcements yet." / "No technical posts yet."

Calendar

Heading Technical Calendar. The calendar legend includes Rehearsal, Callback, Performance, Has Tech Notes, Has Technician Assignments, and Tech Only Day. Days that have been cancelled on the production calendar carry over here with the same dimmed cell and Cancelled stamp — the Tech Hub modal does not offer a cancel toggle of its own; cancellation is owned by the Production Calendar.

Day-cell markers:

• T indicates tech notes on that day.
• A indicates technician assignments on that day.
• TO indicates a Tech Only Day (a date with tech activity that is not a scheduled production calendar day).
• Markers display inline (side-by-side) in the day cell.

Day-cell interaction:

• Technical Directors can open any date in the current month and add technical details even when no production calendar entry exists.
• Other roles can open days that already have a production schedule entry or existing technical details.
• When a Technical Director adds notes/assignments to a non-production date, that date is highlighted as Tech Only Day and appears only in the Technical Calendar view.
• Technician assignments are supported on Rehearsal calendar days in addition to performance-oriented days.

Inside day detail:

• Non-production dates show a Tech Only Day badge in the modal header.
• Tech Notes list at the top, captured as a Start time — What is happening? table identical to the Production Calendar's day-detail editor (use + Add Time to add a row, Remove to delete one).
• Technician Assignments list shows current assignments with remove actions for managers.
• + Add Assignment opens a modal.

Add Assignment modal fields:

• For Performance days with saved performance rows, a Performance dropdown appears first so you can assign the technician to a specific performance row (call/show/cast).
• If no performance rows are saved for that day, assignments are day-level.
• Technician picker.
• Assignment Type checkboxes: Light, Sound, Other.
• When Other is selected, Specific Job text input is required.
• Optional assignment Notes field.

Files

Heading Technical Files. The Technical Director uploads plots, paperwork, cue sheets, and reference files. Files appear with name, uploader, timestamp, and a Download action. Managers see Upload File and Delete controls; read-only roles see download-only.

Cast

Heading Cast Breakdowns. A read-only mirror of the show's latest cast breakdown so the tech team can see who's been cast in each role at a glance. Mirrors the Final Cast → Cast Breakdowns matrix (one row per role, one column per cast/track, showing the assigned actor names) — no editing actions and no Generate PDF button.

New Post / Announcement modal

Title New Post or New Announcement. A rich text editor with placeholders "Share an update with the tech team..." / "Share an announcement with the tech team..." and Cancel / Post actions. The editor supports formatting, inline images, and GIF inserts, just like the Production Hub and Communication Hub chats — see Chat & messaging features (all hubs) below.

Inviting Light / Sound Technicians

From the Tech Hub team picker, the Technical Director can invite a new technician. The Invite modal shows a Role dropdown limited to Light Technician and Sound Technician — these roles are not offered on the global Members page; they are added per-show from here. Each show supports up to 8 technician seats (combined Light + Sound). Technician seats are separate from your Pro-team accounts per show allowance — inviting a Light or Sound Technician does not consume a pro-team seat.

24. Pro Team Hub

New in this release. Open the Pro Hub tab inside a show. Heading: Pro Team Hub. The hub is a dedicated, internal-only workspace for the show's leadership team — Director, Music Director, Choreographer, Stage Manager, Assistant Director, Costumer, Costume Designer, plus Owners and Admins. Cast members and Light/Sound Technicians never see this tab.

Activation

If the hub has not been activated yet you'll see the empty state. Owners, Admins, or any Pro Team member click Activate Hub to begin posting updates and sharing files internally.

Who can see / do what

• Owner / Admin — full management: post, upload, schedule day details, attach company documents.
• Director / Pro Team (Music Director, Choreographer, Stage Manager, Assistant Director, Costumer, Costume Designer) — full management on assigned shows.
• Technical Director — read-only access (sees feed, calendar, and files).
• Light/Sound Technicians and Actors — the Pro Hub tab is hidden entirely.

Tabs

Feed, Calendar, Files.

Feed

Heading Posts with + New Post for managers. Posts share leadership-only updates (rehearsal notes, blocking changes, internal coordination). Each post shows the author avatar/initials, Posted by [Author], timestamp, and a rich-text body. Comments on posts are supported with collapse / expand for long threads. Empty state: 📝 "No posts yet."

Calendar

Heading Pro Team Calendar. Mirrors the production calendar with the same legend swatches (Rehearsal, Callback, Performance) plus a Has Day Details swatch and a Has Pro Team Notes swatch.

Day cells now display — in this order, vertically centered:

1. The date number.
2. The calendar-type badge.
3. The D pill (when the day has saved production day details) and the PT pill (when pro-team notes/time-blocks exist), shown side-by-side on the same line with a small gap between them.

Hovering a cell with details shows a tooltip preview of the saved details, matching the Production Hub calendar. Cancelled days inherited from the production calendar are dimmed and stamped Cancelled here too — the Pro Hub modal does not offer a cancel toggle of its own.

Click any day cell to open the day detail editor. The modal now shows two stacked sections so the Pro Team can see general production day details alongside their own:

• Production Day Details — read-only summary of the saved production day details (call/performance times, day notes, etc.).
• Pro Team Day Details — editable Start time — what is happening? table (same UX as the production-calendar day editor): use + Add Time to add rows, Remove to delete a row.
• Empty state: "No time rows yet. Add one or more time blocks for this day."
• Footer buttons: Close, Clear Details, and Save Day Details.

Files

Heading Pro Team Files. Upload internal-only files (stage manager paperwork, blocking notes, rehearsal scripts, tracking sheets) with Upload File. Files appear with name, type, uploaded date, Download, and Delete.

Company Documents (attached to Pro Team Hub)

Below the file list, a Company Documents sub-section lists company-library documents that have been auto-attached or manually attached to this show's Pro Team Hub. Owners and Admins can use + Attach Company Doc to attach an existing document from the Company Documents library. Documents flagged with the Pro Team Hub auto-attach option appear here automatically on every new show. (See Company Documents.)

New Post modal

Title New Post. Rich text editor with placeholder "Share an update with the pro team..." and Cancel / Post actions. The editor supports the same formatting, inline images, and GIF inserts as the other hub chats — see Chat & messaging features (all hubs) below.

Chat & messaging features (all hubs)

These chat behaviors apply consistently to every chat surface — Production Hub, Technical Hub, Pro Team Hub, and the Communication Hub (channels and direct messages).

Rich text editor

The message composer is a rich text editor. You can format text (bold, italics, lists, links), insert images by dragging in a file or using the image button, and insert GIFs from the built-in GIF picker. Inline images render in the message body; click any image to enlarge it in a lightbox overlay (click outside or press Esc to close).

Reactions

Every message in every hub chat supports emoji reactions. Hover (or tap) a message to open the reactions picker and add a reaction; click an existing reaction chip below the message to add or remove your own reaction. Reaction counts and the list of reactors are visible to everyone in the channel/thread.

Taller chat window

The chat window height has been increased so more messages are visible at once without scrolling — roughly two-thirds of the viewport. This applies to all hub chats and to Communication Hub channels and DMs.

Auto-scroll to first unread (or latest)

When you open a chat the view automatically scrolls to the first unread message so you can resume reading where you left off. If you have no unread messages, the view scrolls to the latest message at the bottom instead. A "New messages" divider is rendered above your first unread message so you can clearly see what's new vs. what you've already read. As you actually read messages — they need to be visible in the viewport for a couple of seconds — the read cursor advances and the divider moves down (or disappears once you've caught up).

Unread indicators

Channels and direct-message threads in the Communication Hub sidebar show a "New" pill when they contain messages you haven't seen yet. Reading the latest messages clears the pill. Unread state is tracked per user and per conversation, so opening a channel on one device only marks it read for you.

25. Costuming

Open the Costuming tab inside a show. Heading: Costuming. Subtitle: "Actor-first workflow for notes, scheduling, and mending." Header button: + Add Costuming Note.

Tier gate

If the company is below Professional, an upgrade banner appears: feature "Costuming Module", description "Track actor measurements, manage mending, and coordinate costume schedules.", required plan "Professional".

Tabs

Actors, Items, Fittings, Mending, plus Scheduling when applicable.

Actors tab

Hint: "Actor-first records by cast assignment, with quick access to notes and measurements." Table columns: Actor, Roles, Status, Latest Note, with a View action. Status badges reflect the current workflow: Pending, Scheduled, or Measured. Empty state: "No cast assignments found yet."

Items tab

Costume items grouped by role with status and notes.

Fittings tab

Scheduled fittings (date/time/location) with the actors involved.

Mending tab

Mending requests submitted by actors and your team, with status tracking.

Scheduling tab

Hint: "Use the calendar to review production context and actor conflicts, then schedule measurements or fittings for selected actors." Calendar legend: Rehearsal, Callback, Performance, Has conflicts, Measurement scheduled (M icon), Fitting scheduled (F icon). Calendar navigation arrows surround the month/year header.

Actor detail and measurements

From an actor row click View to open the actor-specific costuming detail screen. Heading: the actor's name. Subtitle: "Costuming profile, files, and notes."

The measurements section now shows a status message above the measurement grid. Typical states are:

• Auto-populated from profile — needs verification when values were pulled from a Pro actor profile.
• Verified by costumer after the costuming team reviews imported values.
• Confirmed measurements after measurements are manually updated and saved.

When imported profile values are present, the section header shows Mark as Verified so the costumer can confirm the pulled data before treating it as final. Edit opens the measurements modal. When the actor's profile has a recorded Last verified date for measurements, that date is shown next to the status (e.g. "Last verified 5 days ago (May 1, 2026)") so the costumer can tell at a glance how stale the imported values are.

Measurement fields in the modal are: Height, Chest, Waist, Hip, Inseam, Outseam, Sleeve Length, Nape to Waist, Shoe, Hat, Suit / Jacket, Dress Size, and Skirt Size. Saving these values marks the record as measured. Saving from the standalone Actor Measurements route also stamps the actor profile's measurements last verified timestamp.

Below measurements, the actor detail screen also includes:

• Files & Gallery for fit photos, references, and downloads. Image files appear as a thumbnail gallery and any non-image files (PDFs, DOCX, sketches, swatches, etc.) appear in a new Uploaded files list with the file name, description, upload time, and a Download link. The empty state reads "No files uploaded yet for this actor."
• Costuming Notes for actor-specific note history and new note entry.

If your team still uses the standalone Actor Measurements route, Pro profile values can still be pulled in from the actor profile there as a starting point — the Pro profile measurements are available for this actor alert now also surfaces the actor's Last verified timestamp. The newer actor detail screen is the main place to review status and verify imported measurements.

26. Members & Invitations

Open Members from the navigation. Heading: Admin Team. Header button (when you can manage): + Invite Admin.

Active Owner/Admin Members

Heading Active Owner/Admin Members. Table columns: Name, Email, Role, Status, plus actions. Status badges: Active, Suspended. Per-row actions visible to managers: Edit, Remove, and "Transfer in Danger Zone" hint for the Owner row.

Empty state: 👥 "No active members yet."

Pending Owner/Admin Invitations

Heading Pending Owner/Admin Invitations. Table columns: Email, Role, Expires, plus Resend / Revoke actions. Empty state: "No pending invitations."

Remove Member modal

Title Remove Member — a confirmation prompt naming the member and warning that the action cannot be undone, with Cancel / Remove buttons.

The Members page + Invite Admin modal lets owners and admins invite Admin and Technical Director seats. Director / Pro Team roles are managed per-show through show-specific role assignments. Light Technician and Sound Technician seats are added by the Technical Director from inside the show's Tech Hub invite picker, not from this page.

27. Company Settings

Open Company Settings from the navigation. Subtitle: "Manage company profile, branding, and public-facing details."

Sub-tabs

Company (active), Default Questions, Locations, Billing, Danger Zone.

Profile section

• Logo preview (96×96).
• Logo Upload — Choose image button. Hint: "Square image recommended. Max file size 2 MB."
• Form fields: Company Name, Contact Email, Description, Website URL, Address (Address Line 1), Address Line 2, City, State / Province, Postal Code, Country.
• Require headshot for auditions — checkbox. When enabled, every audition booking page for any of the company's shows requires the actor to have a primary headshot. If the actor already has one, MasterCast pulls in their primary headshot and displays it on the booking page. If they don't, the booking page requires them to upload a headshot inline; that upload is saved as their primary headshot automatically. Once a headshot is present, the booking page renders the small thumbnail preview (matching the actor's profile thumbnail style) instead of a large placeholder.
• Save button.

Default Questions tab

Open Company Settings → Default Questions. Subtitle: "Create company-level audition questions that are enabled by default on every show."

The page has two sections:

• Global Default Audition Questions — a read-only list managed by Global Admin. These questions are available to every company and appear in each show's Questions → Default Questions card.
• Company Default Audition Questions — your company's reusable default question set. These questions are enabled by default on every show, but show teams can toggle them on or off per show.

Company default question cards show the prompt, question type, required/optional state, and any nested sub-questions. Available actions:

• + Add Default Question
• Edit
• Delete
• Save Changes

Add / Edit Default Question modal

• Question Prompt
• Type — Text or Yes/No
• Required checkbox

If the parent question type is Yes/No, the modal also supports Sub-Questions:

• + Add Sub-Question
• Per sub-question: Prompt, Type, Show When (Parent answer is Yes / Parent answer is No), Required, Up, Down, Delete

Changes made here affect the default question set for future and existing shows, but each show's Questions tab still controls whether an inherited default question is enabled on that show.

Booking Terms & Conditions editor

In Company Settings, Owners/Admins can maintain Booking Terms and Conditions text. This content appears at the bottom of the actor audition-booking page so actors can review company-specific terms before submitting a booking.

Danger Zone tab

Company-deletion / ownership-transfer controls live here. Treat with care — actions are irreversible.

28. Company Documents

Open Company Documents from the navigation. Heading: Company Documents. Subtitle: "Upload and manage your company's document library. Documents can be auto-attached to new shows or manually added to show areas." Header button: Upload Document. (Owner / Admin only.)

Document table

Columns: Name (CDN link), Type, Uploaded, Auto-Attach (summary chips), and per-row Auto-Attach and Delete actions. Empty state: 📄 "No documents uploaded yet. Upload your first document to get started."

Upload Document modal

Pick a file (max 100 MB) with Choose file, then Upload. Files are stored in the company's CDN library and become available for attachment to any show.

Auto-Attach Settings modal

Click Auto-Attach on a document row. Toggle the areas where new shows should automatically receive a link to the document:

• Registration Forms
• Audition Sides
• Callback Sides
• Production Hub
• Technical Hub
• Pro Team Hub

Click Save. From that point forward, any new show will get the document linked into the selected areas. Existing shows are unaffected — link those manually from the show's hub or Forms/Sides screen.

Manually attaching to a show

Inside any show, the Forms/Sides card managers, Production Hub Files, Technical Hub Files, and Pro Team Hub Files views all expose a + Attach Company Doc action that opens a picker of the company-library documents. Pick one to link it to that area for this show.

Deleting

Delete removes the document from the company library and detaches it from every show that referenced it. The action is permanent.

29. Company Locations

Open Company Settings → Locations. Subtitle: "Manage reusable venue locations for your shows."

Add Location

Click the + Add Location button in the section header to open the Add Location modal. Fields: Name, Address Line 1, Address Line 2, City, State / Province, Postal Code, Country. Footer buttons: Cancel and Add Location (or Update Location when editing). The modal closes on save or when you click outside it.

Saved Locations

Heading Saved Locations with a count. Each card shows the name, full address, and inline Edit / Delete. Edit reopens the same modal pre-filled with the location's values. If a location is in use, the notice reads "In use by one or more show runs. Remove from those shows before deleting." and Delete is disabled.

Empty state: "No locations yet. Click + Add Location to get started."

Saved locations are picked from dropdowns when creating Show Runs and in-person Audition Sessions.

30. Billing & Subscription

Open Billing from the navigation (Owner only). Subtitle: "Manage your MasterCast plan and payment details."

Sub-tabs

Company, Default Questions, Locations, Billing (active), Danger Zone.

Past-Due warning

A warning alert appears at the top if the subscription is past due.

Current Plan — Company Account

• A feature-comparison card with an Open Company Comparison button.
• A summary row showing the tier (e.g., Professional), a status badge (Active, PastDue, Canceled, Incomplete), and a View Company Plans button.

Active subscription

• "Your company Pro subscription is active and set to renew" with the renewal date.
• Hint: "Cancelling Pro only downgrades you to a Free plan. Your account stays active."
• Cancel Pro Subscription opens a confirmation card with a Cancellation reason (optional) textarea, then Confirm Cancel / Keep Subscription.

Cancellation scheduled

Alert: "Cancellation scheduled. Pro access remains active until" the end-of-period date. Use Resume Pro Subscription to undo before it takes effect.

Free / starter plan

Upgrade to Company Pro primary button opens Plans & Pricing.

31. Plans & Pricing

From Billing click View Company Plans (or Upgrade to Company Pro). Heading: Plans & Pricing. Subtitle: "Choose the plan that fits your stage."

A help card titled Learn Every Feature Before You Choose points to the in-site comparison and PDF download.

Current/upcoming plan summary

"Current Plan:" with the current tier and (when applicable) "Upcoming Plan Change:" with the new tier and the next billing cycle date.

Tier cards

Three cards for company plans (Starter / Professional / Studio). Each card shows:

• A Current Plan, Upcoming Plan, or Most Popular badge when applicable.
• The tier name with a help-tip description.
• Price "[amount] /month".
• Tagline.
• "14-day free trial included" when applicable.
• Feature list with ✓ / ✗.
• CTA button — one of: Select the tier, Upgrade, Downgrade, Current Plan, Scheduled for Next Cycle.

Checkout

Click an upgrade/downgrade CTA to go to Checkout. The page summarises plan details, monthly price, included features, and ends with Continue to Secure Stripe Checkout →. Security note: "🔒 Secure checkout powered by Stripe. MasterCast does not store your card details."

The Subscription Confirmed screen shows 🎉 "You're subscribed!" with a View Billing button. A Stripe receipt email is sent automatically.

32. Notifications

Click the bell icon in the top bar to open Notification Center. Subtitle: "Your recent platform activity and alerts."

Toolbar

• Filter buttons All / Unread
• An X unread chip
• Mark all as read (disabled when nothing is unread)

Table

Columns: Title, Type, Message, Received, Actions. Unread rows are highlighted with a blue dot. Per-row actions: Open, Mark read.

Pagination: Previous, Page X, Next. Empty state: "No notifications in this view yet."

33. Release Notes

Open Release Notes from the navigation. Subtitle: "See what shipped, when it deployed, and what changed in each release."

Each card shows the version, deploy date, title, and More Details to open the full notes in a modal. Empty state: "No release notes have been published yet."

Recent platform updates reflected in this guide

• Live audition slot selection now places a 10-minute temporary hold on the selected slot while the actor completes booking.
• Editing a live audition session now keeps scheduled-day selection behavior instead of switching to a date picker.
• Live-slot booking times now display consistently in AM/PM format.
• Deleting audition calendar days now removes associated sessions where allowed.
• Session-cancel and calendar-entry delete flows now block invalid actions when booked slots already exist.
• Actor profile access from company audition-review pages was fixed.
• Director audition review includes Next / Previous navigation across records.
• Technical assignments now support Rehearsal calendar days.
• Production Hub posting/comment permissions for actors were fixed.
• Company-managed Booking Terms and Conditions now display on the audition-booking page.
• Booking Terms and Conditions editor was added to Company Settings.
• Custom Roles (Professional/Enterprise) now support admin-level and user-level permission tracks.
• Communication Hub (Professional/Enterprise) now provides channels and direct messaging.
• Feed behavior and layout in Production Hub, Technical Hub, and Pro Team Hub were aligned to Communication Hub chat patterns.

34. Email Preferences

Open Email Preferences from the navigation. Subtitle: "Control which platform events send email notifications."

Toggle each notification type on or off, then click Save preferences. Company-relevant categories include the audition lifecycle, callback responses, casting responses, Production Hub posts, costuming updates, Survey Form assignments, and account security (always on).

35. Feedback & Support

Open Feedback & Support from the navigation. Heading: Support Center. Subtitle: "Submit feedback or technical support requests and track updates from the MasterCast team."

The page has two parallel sections.

Feedback / Feature Request

"Tell us what would make your workflow better."

• Subject input (max 200 characters)
• Request Details textarea (max 4000)
• Submit Feedback Request primary button

The My Feedback Requests table tracks each submission with Submitted, Subject, Status, Latest Admin Update. Empty state: "No feedback requests submitted yet."

Technical Support

"Report bugs or workflow blockers and include as much detail as possible." — same form, Submit Technical Request button, and a My Technical Support Requests table. Empty state: "No technical support requests submitted yet."

The MasterCast team replies inside each request — updates appear in the Latest Admin Update column.

36. Guides & Help

Open Guides from the navigation. Heading: MasterCast How-To Guides. Subtitle: "Detailed walkthroughs by account type, with subscription-level feature notes and screen-by-screen steps."

Pick a guide from the Choose Your Guide card:

• Actor Account Guide — "Everything an actor account can do, with clear markers for Free and Pro features." — Open Actor Guide.
• Company Account Guide — "Everything a company account can do, with Starter/Professional/Enterprise notes." — Open Company Guide.

Inside a guide you can switch between Actor and Company tabs at any time, and download the printable PDF from the info card.

37. Tier Quick Reference

Exact numeric limits are shown on the Plans & Pricing cards. The in-site comparison is the source of truth for current limits.

38. Role Permissions Quick Reference

Director and Pro Team members hold the same permissions on the shows they’re assigned to — the role label simply indicates their production role (Director, Music Director, Choreographer, Stage Manager, Costumer, Costume Designer, etc.). The Technical Director is the primary Tech Hub owner; Owner/Admin can also manage Tech Hub controls. Light and Sound Technicians have read access plus the ability to add tech posts but cannot manage other parts of the show.

Need something not covered here? Submit a request from Feedback & Support and the MasterCast team will follow up.